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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
+$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,079
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$81.5M
3
+$64.2M
4
AAPL icon
Apple
AAPL
+$49.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$37M

Top Sells

1
+$30.3M
2
+$18.1M
3
+$14.9M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$8.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.17M

Sector Composition

1 Technology 15.43%
2 Financials 5.84%
3 Healthcare 5.21%
4 Consumer Discretionary 4.33%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29.9M 0.22%
382,672
+49,648
102
$29.7M 0.22%
371,179
+46,991
103
$29.5M 0.21%
1,019,956
+38,746
104
$29.4M 0.21%
128,132
+8,049
105
$29.2M 0.21%
93,025
+17,224
106
$28.8M 0.21%
115,177
+6,399
107
$28.7M 0.21%
1,298,753
-58,092
108
$28.6M 0.21%
156,565
+10,363
109
$28.2M 0.21%
855,809
+245,468
110
$28.1M 0.2%
475,033
+129,592
111
$27.4M 0.2%
406,240
+89,320
112
$27.1M 0.2%
61,447
+9,922
113
$24.9M 0.18%
840,518
+111,486
114
$24.8M 0.18%
793,809
+55,085
115
$24.8M 0.18%
942,939
-166,641
116
$24.6M 0.18%
504,698
+216,536
117
$23.8M 0.17%
292,597
+6,202
118
$23M 0.17%
297,851
+107,677
119
$23M 0.17%
393,092
+44,569
120
$22.9M 0.17%
152,355
+9,166
121
$22.8M 0.17%
111,409
+29,460
122
$22.7M 0.17%
40,867
+6,622
123
$22.5M 0.16%
1,111,221
-45,032
124
$21.9M 0.16%
449,013
+105,259
125
$21.6M 0.16%
181,848
+85,222
3 4
5
6 7